In this episode of Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane discuss James Cameron's views on generative AI, followed by an analysis of Nothing's consumer investment round and Autolane's coordination layer for autonomous vehicles. They then delve into the key announcements from AWS re:Invent, focusing on AI agents, new AI training chips, and database savings plans. The episode concludes with a discussion on the trend of "Wrapped" by Spotify and other companies, exploring its marketing implications and user engagement.
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